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Edit People in Resource Planning

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Objective

To edit people's profile information for Resource Planning.

Background

For projects using Resource Planning and Resource Tracking tools, you can update and manage the profiles for people in your resource using the People List tool. Additional contact information, custom fields, and tags can be added to better organize the people in your resource.

The people managed in this tool are used for Resource Planning assignments, as well as in the Crews, and the Timesheets tool.

Things to Consider

  • Required User Permissions
  • Only people added in Resource Planning can be edited in the People List tool.
  • If data syncs are enabled:
    • For projects using Resource Planning, users and contacts MUST be added using the People List tool in Resource Planning. People added in the Company Directory will NOT be available for Resource Planning.
    • To see what information is added to the Company Directory, see What people information is synced between Resource Planning and the Procore Company Directory?
    • The People List tool allows you to add additional fields related to your users and contacts that do not appear in the Company Directory.

Steps

You can edit people information in the following places:

Edit People Information from the People List 

You can edit information directly on the People List by making inline edits.

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Right click OR double click the information in the row and column that you want to edit.
    Note: Fields that are editable inline have an orange border. If there is a black border, you cannot edit the field inline, but can from the People Details.
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  4. Add or edit the information.
  5. Click Save.

Edit People Information from People Details 

  1. Navigate to the Company level Resource Planning tool.
  2. Click People and select People List.
  3. Locate the user record to modify. Then click on their name.
  4. Locate the 'Info' section and click Edit.
  5. Update the information in the following fields as needed:
    • First Name. Enter the new person's first name.
    • Last Name* Enter the new person's last name.
    • Job Title. Select the person's job title from the dropdown list. 
    • Email. Enter the person's email address.
      Note: If creating a User, email will be required.
    • Phone. Enter the person's phone number.
    • Employee ID#. Enter the person's Employee ID.
    • Type. Select whether the person should be a User, Assignable, or Both. 
    • Enable SMS. Select whether they should receive SMS messages from Procore about their resource assignments. See What is an assignment alert in Resource planning?
      Notes: 
      • Message and data rates may apply.
      • If enabling SMS notifications, a phone number is required.
    • Enable Email. Select whether they should receive email messages from Procore about their resource assignments. See What is an assignment alert in Resource planning?
      Note: If enabling email notifications, a phone number is required.
    • Enable Mobile Notifications. Select whether they should receive notifications through the Resource Planning/LaborChart app. See What is the Resource Planning/LaborChart App?
    • Group. Select the person's groups. See Configure Groups for Resource Planning.
    • Status. Select whether the person's status is Active or Inactive.
    • Address. The person's address.
    • Address 2. The person's  address, continued.
    • City/Town. The person's city or town.
    • State/Province. The person's state or province.
    • Postal Code. The person's postal code.
    • Country. The person's country of residence.
    • Hourly Wage. The person's hourly wage.
    • Date of Hire. The date the person was hired.
    • Date of Birth. The person's date of birth.
    • Language. The person's primary language.
    • Gender. The person's gender.
    • Emergency Contact Name. The name of the person's emergency contact.
    • Emergency Contact Email. The emergency contact's email address.
    • Emergency Contact Phone. The emergency contact's phone number.
    • Emergency Contact Relation. The relationship between the person and their emergency contact.
    • [Custom Fields]. Any custom fields you have created for people. See Configure Custom Fields for Resource Planning.
  6. Click Save.